Oracle CRM On Demand CPQ - Data Sheet | CPQ.pdforacle data sheet 1 oracle crm on demand integration with oracle cpq cloud integrated with configuration, pricing and quoting solution streamline opportunity-to-

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  • ORACLE DATA SHEET

    1

    ORACLE CRM ON DEMAND INTEGRATION WITH ORACLE CPQ CLOUD

    INTEGRATED WITH

    CONFIGURATION, PRICING

    AND QUOTING SOLUTION

    Streamline Opportunity-to-

    Order Process

    On-Demand Architecture

    Integrated to CRM

    Ordering with ERP Integration

    Easy to Implement, Easy to

    Maintain

    Integrated with Oracle CRM On Demand, Oracle CPQ Cloud

    solutions enable customers with complex products and multiple sales

    channels to streamline the entire opportunity-to-quote-to-order

    process, including product selection, configuration, pricing, quoting,

    ordering, and approval workflows.

    Seamless Integration

    The tight integration of Oracle CRM On Demand and Oracle CPQ Cloud enhances

    the value customers can enjoy with opportunity-to-order process seamlessly

    integrated within a world-class CRM solution.

    Streamline multiple hand-offs for approval with automated workflow

    Eliminate redundant data re-entry into multiple systems

    Decrease time to respond to customers

    Reduce error-prone quotes

    Minimize manual, time intensive proposal generation

    Maintain consistent quote & proposal formats

    Automated update of CRM system with quote & order information

    Track quote success rate, improve forecasts and sales reporting

    Capture missed cross-selling & up-selling opportunities

    Eliminate manual, inconsistent product configurations

    Streamlines the Entire Opportunity-to-Quote Process

    Enables Oracle CRM On Demand customers with an easier process to convert their

    opportunities into realizable and faster orders that will ultimately lead them to sell

    more with the following features.

    Product Selection

    Quickly select products to add to quotes and proposals:

    Search for products by descriptions, part numbers or SKU

  • ORACLE DATA SHEET

    2

    Product Selection

    Price & Quote

    Proposals

    Maintenance Renewal

    Quoting

    CRM Integration

    Order Management & ERP

    Integration

    Guided Selling

    Configurator

    Answer guided selling questions to narrow product choices

    Quickly add products to quotations

    Price & Quote

    Streamline the pricing process:

    Apply customer, channel, and product-specific prices

    Apply advanced pricing and discounting rules based on multiple parameters across multiple product lines

    Cost-based pricing and estimating

    Generate and manage quotes with many line items

    Capture key sales management and forecasting data in real time: stage, competitors, close dates, and probability of winning

    Proposals

    Speed the generation of high-quality, customized proposals:

    Cover letters, quote summaries, terms & conditions

    Up-sell options such as recommended services & spares

    Customize and brand proposals for specific products, channels, and customers, each with unique content

    Generate proposals in Word, Adobe Acrobat, or HTML

    Maintenance Renewal Quoting

    Generate renewal quotes from CRM or ERP assets:

    Automated service and support contract renewals

    Renewal line items from ERP or CRM are automatically added to quotes

    Eliminates pricing errors

    Easily extend, repackage, or renew contracts with new effective dates

    CRM Integration

    Provide one solution for the entire Inquiry-to-Order process:

    Automatically update your Oracle CRM Opportunity with Quote & Product Line Item information for accurate sales reporting

    Reduce duplication of data

    Order Management & ERP Integration

    Easily submit orders online with full integration to existing business systems

    including CRM & ERP:

    Automatically convert quotes to orders

    Customize order forms to capture all required order data

    Approve orders via customized workflow

    Key Features

  • ORACLE DATA SHEET

    3

    Guided Selling

    Select the optimal product to meet customer requirements:

    Enter specifications and requirements to search for right product based on multiple parameters

    Review product and model profiles that include pictures, data sheets, drawings, and other supporting documents

    Support complex, needs-based selection capability

    Configurator

    Configure the product with the appropriate features and options to meet customer

    needs:

    Choose desired features and options and display relevant pricing

    Constrain choices using compatibility rules and valid combinations

    Guide the user with recommendations, help tools, and calculators

    View lead time and availability based on configuration

    Generate bills-of-material (BOM) and routings

    Support complex calculations and engineering algorithms

    Build dynamic part numbers based on configuration

    Write, test, and maintain rules with a simple, browser-based interface

    Bottom Line

    Only Oracle enables direct integration to Oracle CPQ Cloud from the CRM On Demand

    application to convert your hard-won opportunities into orders by helping you to create

    accurate and faster quotes from and within Oracle CRM On Demand. It provides a

    unified solution for the entire inquiry-to-order process by automatically updating the

    opportunity revenues while eliminating redundant and manual order submission process

    to external systems. With accurate forecasts, increased cross-sell and up-sell opportunities

    which all help your sales reps to sell more. For more information on how you can

    integrate your Oracle CRM On Demand with Oracle CPQ, please visit

    oracle.com/crm or call 1-866-906-7878 to speak to an Oracle representative.

    Copyright 2014, Oracle and/or its affiliates. All rights reserved. This document is provided for information

    purposes only and the contents hereof are subject to change without notice. This document is not warranted to be

    error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including

    implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any

    liability with respect to this document and no contractual obligations are formed either directly or indirectly by this

    document. This document may not be reproduced or transmitted in any form or by any means, electronic or

    mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of

    Oracle and/or its affiliates. Other names may be trademarks of their respective owners. 0711

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